Exporting Oracle Unity segments to Oracle DMP

To export segments to Oracle DMP, you will have to do the following:

  1. Create a DMP destination.

  2. Create a DMP campaign.

After successfully creating, publishing, and running the DMP campaign, you can Access exported Oracle Unity segment data.

Create a DMP destination

The first thing you will to do is create a DMP destination.

To create the DMP destination:

  1. Click the Oracle icon Image of the application navigation button. Use it to access the different parts of Oracle Unity. in the bottom-right corner to open the navigation menu.
  2. Select Destinations.
  3. In the top-right corner, click Create destination.

Step 1: Define destination details

The job details section allows you to define the type of destination and how it will display in Oracle Unity.

Enter the information for the destination.

  • Type: Use the drop-down list to select DMP.
  • Name: Enter a name. The name must be 1 or more characters, up to a maximum of 50. Use only letters (a–z and A–Z), numbers (0–9), underscores (_), hyphens (-), and spaces. The first character cannot be a space.

  • Destination ID: The unique system identifier that is auto-populated from the destination name you enter. You can't change this value after you create the destination.

  • Description: Enter a description. This field is optional, but it is highly recommended to add descriptions for any entity created. This helps all other users get additional context when using and navigating Oracle Unity. The description can have a maximum of 512 characters with no restrictions on characters used. You can use characters from all languages supported in the language settings.

An image of the job details section

Step 2: Configure server settings

Important: When defining the authentication settings, make sure that one of the approved algorithms below is used to access the destination. If one of these algorithms is not used, Oracle Unity will not be able to successfully connect to the destination.

Algorithm type Algorithm
Cipher aes256-ctr
Cipher aes192-ctr
Cipher aes128-ctr

Configure the server settings for the campaign.

  • SFTP server name: Enter the hostname for your organization's SFTP server. This field requires a user name and host name, formatted as username@sftp.bluekai.com.

    • To enable the data transfer with Oracle DMP, keep the following in mind.

    • You will need a separate Oracle DMP account. The username you receive for this account should be used in the SFTP server name.
    • The SFTP server will need to be accessible to Oracle DMP.
  • Authentication key: Select the file that has the authentication key needed to access the SFTP server. Oracle Unity will process the file and display the authentication key.
  • Folder name: Enter the path name to the folder on the SFTP server where Oracle Unity should export files to. You will receive the required folder name from the DMP onboarding team.

Once you enter all the details, click Verify connection to ensure that Oracle Unity can access the server.

An image of the server details section

If there are connection issues, it could be for one of the following reasons:

  • An incorrect SFTP server name.
  • An incorrect authentication key.
  • An incorrect Folder name.

If you still encounter connection issues, contact your IT administrator for further investigation.

Step 3: Configure file settings

The files details section defines the format of the destination files.

An image of the files details section

  • File name: Enter the file name and extension to use for the exported files. A timestamp and file number will be added as a suffix identifying when the file was created. The timestamp will be in the format yyyy-MM-dd-HH-mm-ss-SSS. You can use characters from all languages supported in the language settings.

    • Example: If you enter the file name as Export_file_01, a timestamp will be added as a suffix and the file will be named Export_file_01_2021-05-12-12-56-12-926_0.csv. The timestamp is 2021-05-12-12-56-12-926. The "0" indicates it is the first exported file with the same timestamp.

  • Format: The format of the exported file must be in CSV format. Fields in the exported file will be separated by commas.
  • Date format: The date format of the exported file must be yyyy-MM-dd-hh-mm-ss-SSS. A timestamp with this format will be added as a suffix to the exported file.
  • Compression format: Select the compression format g-zip.

Step 4: Save and publish the new destination

When finished defining the destination, scroll to the top of the page and click Save or Save and close.

Once you create the destination, you will need to publish the changes.

Create a DMP campaign

After creating and publishing the destination, you can create the DMP campaign.

To create the DMP campaign:

  1. Click the Oracle icon Image of the application navigation button. Use it to access the different parts of Oracle Unity. in the bottom-right corner to open the navigation menu.
  2. Select Campaigns.
  3. In the top-right corner, click Create campaign.

The Create campaign page is displayed.

Step 1: Define campaign details

The campaign details section allows you to define how the campaign will display in Oracle Unity.

To define the campaign details:

  1. Enter the details for the campaign.

    2. An image of the Campaign details section

    • Name: Enter a name. The name must be 1 or more characters, up to a maximum of 30. Use only letters (a–z and A–Z), numbers (0–9), underscores (_), hyphens (-), and spaces. The first character cannot be a space.

    • Campaign ID: The unique system identifier for your campaign. You can't change this value after you create the campaign.

      • If the campaign name uses English characters, the Campaign ID field is auto-populated from the campaign name you enter. You can change this value before the campaign is created.
      • If the campaign name uses characters from another language supported in the language settings, the Campaign ID field will be left blank. You will need to enter a name using English characters.
    • Description: Enter a description. This field is optional, but it is highly recommended to add descriptions for any entity created. This helps all other users get additional context when using and navigating Oracle Unity. The description can have a maximum of 512 characters with no restrictions on characters used. You can use characters from all languages supported in the language settings.
  2. Click Continue.

Step 2: Select destination

You will select the DMP destination you created earlier.

To select the destination:

  1. Select the DMP destination.
  2. Enter a custom file name for the exported file.
    • We recommend using a file name that includes the campaign name for easy identification.
    • The file name you provide will override the file name defined in the destination.
    • A timestamp will be added to the custom file name you provide in the following format: yyyy-MM-dd-HH-mm-ss-SSS. For example, entering the file name campaign_job_sale will generate the following file name in the destination when it runs: campaign_job_sale_2020-05-13-08-04-13-354_0.csv.

      An image of the file name field

      Example: You create a destination with the file name sftpfile.csv and use it for the following campaigns: Repeat shopper segment, Summer sale segment, and Homeowner segment. When setting up the campaign jobs, you can create the following unique file names for each one: sftpfile_repeat_shopper, sftpfile_summer_sale, and sftpfile_homeowner. This allows you to quickly determine which segment was exported in each file.

  3. Once you enter all the details for the destination, click Verify connection to ensure that Oracle Unity can access it.

    4. An image showing the connection is verified by Oracle Unity

  4. When you have confirmed all the destination details, click Continue.

Step 3: Select segment

You will select the segment you want to export to DMP.

Warning: Make sure that the segment you select uses the HashedEmail attribute as a personalization attribute. If needed follow the steps for Managing segments and add HashedEmail as a personalization attribute. If HashedEmail is not a personalization attribute, the campaign will not be exported successfully.

To select a segment: 

  1. Search for segments that have been created by entering the segment name and clicking An image of the Find button. Use it to search for segments..

    2. An image of the Segment field

  2. Review the list of personalization attributes for the segment. To edit the list of personalization attributes, you will need to update the personalization attributes selected for the segment before creating the campaign. Learn more about Managing segments.

    3. An image of the Attributes section

  3. Add the channels you want to include with the data export.
    1. Enter the App ID for the channel. If adding the Facebook channel, enter the additional Ad ID.

      2. An image of the App ID fields

    2. To enter additional channels, click Add another channel.

      3. An image of the Add another channel button

    3. To remove a channel, click Delete An image of the delete button. .

      4. An image of the Delete icon

  4. Review the details for the segment and included channels. Then, click Continue.

Step 4: Schedule and notify

You will need to configure the schedule and notification settings for the campaign.

An image of the Schedule and notify section

To schedule the campaign and define the notification settings:

  1. Configure the schedule for the campaign:
    • Click Recurring to automatically run the campaign job on a regular schedule.
    • Click On demand to run the campaign job as needed.
  2. If the campaign job is recurring, select the Frequency, Start time, and Days it will run.
  3. In the field for Notify, enter the email addresses of people to be notified when the campaign job runs. Separate multiple emails with a comma.
  4. If you only want a notification if the campaign job fails, click the checkbox Only notify on failure.

Step 5: Save and publish the campaign

After saving the campaign you will need to publish the changes before it can run.

To save and publish the campaign:

  1. Scroll to the top of the page and click Save or Save and close.
  2. Follow the steps for Publishing changes.

When the publishing task successfully completes, the campaign can run.

Access exported Oracle Unity segment data

After the campaign in Oracle Unity successfully runs, you can access the segment data by logging in to your respective channel account, such as Google or Facebook, where you can then set up your advertising campaign.

Learn more

Creating destinations

Creating campaigns

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